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Values First Advisors, Inc.: EGY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Values First Advisors, Inc. on EGY, newest first. How the timeline and the estimate are built.

Values First Advisors, Inc. held 351,754 EGY shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 351,754 shares
    Change vs previous 13F -3,106 shares

    0.82% of the 13F portfolio, value $1,786,911.

    13F-HR/A 0001398344-26-013386 filed by Values First Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 354,860 shares
    Change vs previous 13F +11,935 shares

    1.17% of the 13F portfolio, value $2,249,814.

    13F-HR 0001398344-26-006614 filed by Values First Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 342,925 shares
    Change vs previous 13F -70,323 shares

    0.65% of the 13F portfolio, value $1,248,248.

    13F-HR 0001398344-26-001629 filed by Values First Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 413,248 shares
    Change vs previous 13F -3,141 shares

    0.89% of the 13F portfolio, value $1,661,259.

    13F-HR 0001398344-25-019434 filed by Values First Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 416,389 shares
    Change vs previous 13F +8,522 shares

    0.82% of the 13F portfolio, value $1,503,163.

    13F-HR 0001398344-25-013953 filed by Values First Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 407,867 shares
    Change vs previous 13F +5,010 shares

    0.9% of the 13F portfolio, value $1,535,955.

    13F-HR 0001398344-25-008076 filed by Values First Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 402,857 shares
    Change vs previous 13F -49,077 shares

    0.97% of the 13F portfolio, value $1,760,485.

    13F-HR 0001398344-25-001383 filed by Values First Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 451,934 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $2,594,100.

    13F-HR 0001398344-24-019207 filed by Values First Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).